our current strategies for managing our investment portfolio
None of us are immune to what’s happening in the markets.
We tapped Alex Rotenberger, Investment Analyst, to answer your questions about our current strategies for managing our investment portfolio. Watch the video above to learn how we’re responding to changes in the market.
Here's how you can help your clients as they pivot their giving to better support their community.Learn More
Learn how Lisa and Jerry O'Brien turned their condominium into continuous support for their favorite causes.Learn More
With a technique known as gift bunching, you can maintain your charitable impact while realizing potential tax benefits.Watch the video